Description: So much for Amazon and Walmart killing the grocery business. Source: CNNMoney.com – video report Date: Nov 30, 2017 Link: http://money.cnn.com/2017/11/30/investing/kroger-sales-supermarket-amazon-whole-foods-walmart/index.html Questions for discussion: Explain the financial results at Kroger. What criteria should analysts be looking at in order to evaluate food retailers?
Posts Categorized: Industry Analysis
Description: GUANGZHOU, China — In the United States, politicians were to vote on Thursday on a proposal that included repeal of a $7,500 tax credit for buyers of electric cars. In China, auto executives from around the world were gathering to talk about ambitious plans to sell more of those vehicleshere. Source: NYTimes.com Date: Nov 16,… Read more »
Description: This Bud’s not for you? Anheuser-Busch InBev, the owner of Budweiser, Bud Light and Stella Artois, said that beer sales in the U.S. fell 5.6% in the third quarter. Source: CNNMoney.com – video report Date: Oct 26, 2017 Link: http://money.cnn.com/2017/10/26/investing/anheuser-busch-inbev-budweiser-beer-sales/index.html Questions for discussion: What might explain poor sales? What does the report suggest about… Read more »
Description: Spending on paid media worldwide will increase 7.0% in 2017 to $584.14 billion Source: eMarker.com Date: Oct 16, 2017 Link: https://www.emarketer.com/Article/eMarketer-Releases-New-Worldwide-Ad-Spending-Estimates/1016621?ecid=NL1009 Questions for discussion: What do these figures tell investors? Which stocks do you think will partake in this predicted spending growth?
Description: Mike Moore made cigarette companies pay for the high cost of treating smokers. Here he comes again. Source: Bloomberg.com Date: Oct 05, 2017 Link: https://www.bloomberg.com/news/features/2017-10-05/the-lawyer-who-beat-big-tobacco-takes-on-the-opioid-industry Questions for discussion: What are the legal and managerial implications for the pharmacuetiucal industry that are raised in this article? How should investors regard this information, as a risk… Read more »
Description: Shares in China’s biggest internet companies are on a tear this year, but some investors think things have gone too far. Source: CNNMoney.com – video report Date: Oct 05, 2017 Link: http://money.cnn.com/2017/10/05/investing/china-tech-bubble/index.html Questions for discussion: What is the basis for concern with current stock valuations? Do you share this concern? Do you agree with… Read more »
Description: He will be replaced by the CEO of Nature’s Bounty. Source: Fortune.com – video report Date: Sep 27, 2017 Link: http://for.tn/2fUaJeh Questions for discussion: Why are there so many turnovers of CEOs in this industry? Do you think the solution to industry-level problems can be solved by changing CEOs? How should investors respond to… Read more »
Description: In 2015, the music licensing agency BMI reached $1 billion in revenue for the first time, and Michael O’Neill, the company’s chief executive, predicted that it would take another three years before the agency could, after expenses, pay $1 billion in royalties to its songwriters and music publishers. BMI reached its goal one year early. Source:… Read more »
Description: They’re actually very, very useful. Source: Fortune.com – video report Date: Aug 24, 2017 Link: http://for.tn/2wzp5KR Questions for discussion: Why are railroads a good business to be in? Why do investors like them?
Description: Bill Nye filed a $37 million lawsuit against the Walt Disney Company and a number of its subsidiaries on Thursday, alleging that he was deprived of $9 million in profits from his show, “Bill Nye the Science Guy,” which originally ran from 1993 to 1998 on PBS. Source: NYTimes.com Date: Aug 25, 2017 Link:… Read more »